Lori Selby, financial advisor Kennewick WA
88 score

Lori Selby

CRD Number: 6332040
Current Firm: Waddell & Reed

Lori Selby (CRD# 6332040) is an Investment Advisor Representative working at Waddell & Reed in Kennewick, WA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Advocare Richland, WA Feb 2016 - Current < 1
Women Helping Women Fund Tri-cities Richland, WA Dec 2015 - Current 1
Soroptimist Kennewick, WA Oct 2015 - Current 1
Laselby LLC Richland, WA Dec 2014 - Current 2
Various Insurance Carriers For W&r Insurance Agencies Richland, WA Jul 2014 - Current 2
Waddell & Reed, Inc. Kennewick, WA May 2014 - Current 2
Washington State University - Tri-cities Richland, WA Aug 2007 - May 2014 6
Utah State University Logan, UT Aug 2006 - Aug 2007 1
Washington State University Pullman, WA Jul 2002 - Aug 2006 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for Lori A. Selby
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    18,309
    MILLIONS
  • Total Number of Accounts
    149,599
    ACCOUNTS
  • Average Account Value
    $122,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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